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GEN Financial Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

GEN Financial Management’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
14,332
+511
+4% +$51.7K 0.87% 15
2026
Q1 		$1.4M Buy
+13,821
New +$1.41M 0.87% 16

Other funds holding VTES

GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

GEN Financial Management's VTES Position: Q2 2026 in Review

GEN Financial Management increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 3.7% in Q2 2026, buying an estimated $51.7K and bringing the position to 14,332 shares worth $1.45M. The position accounts for 0.87% of the portfolio, ranked #15.

GEN Financial Management first reported a position in VTES in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold VTES as of Q2 2026.

  • GEN Financial Management held 14,332 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.45M as of Q2 2026.
  • GEN Financial Management bought 511 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2026, an estimated $51.7K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.87% of GEN Financial Management's portfolio in Q2 2026, its #15 holding.
  • GEN Financial Management first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.